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MIROVA 13F 持仓明细(2026-03-31) · 小隐寺数据中心

MIROVA

报告期 2026-03-31 · CIK 0001767843

持仓数

179

前50大市值合计

$1.67B

报告期

2026-03-31

当前持仓调仓

前 50 大持仓

标的

类型

市值

股数

占比*

NVDA NVIDIA CORPORATION

Common Stock

$151.6M

869,338

9.1%

MSFT MICROSOFT CORP

Common Stock

$69.9M

188,849

4.2%

CDNS CADENCE DESIGN SYSTEM INC

Common Stock

$64.5M

232,032

3.9%

NOW SERVICENOW INC

Common Stock

$64.0M

611,772

3.8%

SNPS SYNOPSYS INC

Common Stock

$60.2M

151,873

3.6%

ECL ECOLAB INC

Common Stock

$53.9M

202,638

3.2%

AVGO BROADCOM INC

Common Stock

$52.5M

169,717

3.2%

GOOGL ALPHABET INC

Common Stock

$52.0M

180,834

3.1%

CRWD CROWDSTRIKE HLDGS INC

Common Stock

$45.9M

117,624

2.8%

BSY BENTLEY SYS INC

Common Stock

$44.2M

1,257,702

2.7%

ISRG INTUITIVE SURGICAL INC

Common Stock

$42.1M

91,279

2.5%

SNOW SNOWFLAKE INC

Common Stock

$38.9M

257,688

2.3%

WM WASTE MGMT INC DEL

Common Stock

$38.2M

166,449

2.3%

VRT VERTIV HOLDINGS CO

Common Stock

$37.9M

151,388

2.3%

— NVENT ELEC PLC

Common Stock

$37.9M

320,522

2.3%

CLH CLEAN HARBORS INC

Common Stock

$37.5M

130,675

2.2%

AMD ADVANCED MICRO DEVICES INC

Common Stock

$37.2M

182,667

2.2%

TMO THERMO FISHER SCIENTIFIC INC

Common Stock

$36.0M

73,275

2.2%

FSLR FIRST SOLAR INC

Common Stock

$31.8M

161,443

1.9%

VLTO VERALTO CORP

Common Stock

$31.3M

354,189

1.9%

IEX IDEX CORP

Common Stock

$30.5M

160,700

1.8%

PANW PALO ALTO NETWORKS INC

Common Stock

$29.9M

186,566

1.8%

XYL XYLEM INC

Common Stock

$29.2M

244,505

1.8%

KLAC KLA CORP

Common Stock

$28.9M

19,632

1.7%

JBTM JBT MAREL CORPORATION

Common Stock

$24.9M

194,430

1.5%

DHR DANAHER CORP DEL

Common Stock

$24.8M

130,964

1.5%

PTC PTC INC

Common Stock

$24.7M

173,039

1.5%

WCN WASTE CONNECTIONS INC

Common Stock

$24.1M

148,126

1.4%

— ELASTIC N V

Common Stock

$23.9M

479,093

1.4%

MDB MONGODB INC

Common Stock

$23.8M

97,300

1.4%

WMS ADVANCED DRAIN SYS INC DEL

Common Stock

$23.6M

172,152

1.4%

EQIX EQUINIX INC

Common Stock

$22.2M

22,604

1.3%

AWK AMERICAN WTR WKS CO INC NEW

Common Stock

$21.3M

156,590

1.3%

CNM CORE & MAIN INC

Common Stock

$20.6M

418,000

1.2%

LLY ELI LILLY & CO

Common Stock

$20.4M

22,170

1.2%

— PENTAIR PLC

Common Stock

$19.9M

228,918

1.2%

MANH MANHATTAN ASSOCIATES INC

Common Stock

$19.8M

148,622

1.2%

APG API GROUP CORP

Common Stock

$19.6M

482,616

1.2%

DLR DIGITAL RLTY TR INC

Common Stock

$19.0M

105,387

1.1%

TTEK TETRA TECH INC NEW

Common Stock

$18.4M

611,722

1.1%

DXCM DEXCOM INC

Common Stock

$18.4M

292,754

1.1%

PRCT PROCEPT BIOROBOTICS CORP

Common Stock

$18.1M

723,842

1.1%

TRMB TRIMBLE INC

Common Stock

$17.3M

265,711

1.0%

OSIS OSI SYSTEMS INC

Common Stock

$17.3M

65,007

1.0%

— MEDTRONIC PLC

Common Stock

$16.9M

195,560

1.0%

— JFROG LTD

Common Stock

$16.6M

354,574

1.0%

— STERIS PLC

Common Stock

$16.4M

74,230

1.0%

MSI MOTOROLA SOLUTIONS INC

Common Stock

$16.4M

37,823

1.0%

LFUS LITTELFUSE INC

Common Stock

$16.1M

47,410

1.0%

WTRG ESSENTIAL UTILS INC

Common Stock

$15.8M

392,726

0.9%

* 占比按本页前 50 大持仓市值合计计算

持仓集中度按前 50 大市值

28%前 6 大占比

NVDA9.1%MSFT4.2%CDNS3.9%NOW3.8%SNPS3.6%ECL3.2%